Nonprofit · EIN 23-1860979
LOT HOLDERS LOT ENDOWMENT FUND TRUS
Also known as LAUREL HILL CEMETERY COMPANY TR
Tax-exempt · BALA CYNWYD, PA 19004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $929,241 | $2,915,920 | -$1,986,679 | $38,697,386 | $0 | $38,697,386 |
| December 31, 2023 | 990 | $2,454,291 | $1,615,000 | $839,291 | $34,127,039 | $0 | $34,127,039 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $929,241
- Net gain from sales of assets
- $541,086
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,701,000
- Management and general (functional)
- $214,920
Balance sheet and other
- Total assets, start of year
- $34,127,039
- Total assets, end of year
- $38,697,386
- Total liabilities, end of year
- $0
- Net assets, end of year
- $38,697,386
- Publicly traded securities
- $33,775,171
- Net assets with donor restrictions
- $38,697,386
- Gross receipts
- $7,760,407
- Employees
- 0
- Year formed
- 1836
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY A GOLDENBERG | President Officer | 1 | $0 | $300,250 | $36,998 |
| Virginia Heyer | Sales Rep. | 0 | $0 | $243,230 | $32,962 |
| Thomas Cavanaugh | Dir of Family Svcs | 0 | $0 | $211,424 | $24,388 |
| Alisa Natalone | Director of Admin | 1 | $0 | $204,500 | $29,844 |
| Scott Pashman | Dir of Strat Mktg | 0 | $0 | $168,250 | $38,914 |
| Peter Doran | Superintendent | 0 | $0 | $141,693 | $26,082 |
| WILSON L SMITH | Director Trustee or director | 1 | $0 | $18,700 | $0 |
| JAMES L POPE | Chairman Trustee or director, Officer | 1 | $0 | $18,700 | $0 |
| LOGAN SMITH | Treasurer Trustee or director, Officer | 1 | $0 | $18,000 | $0 |
| R KIMBER DAVID | Secretary Trustee or director, Officer | 1 | $0 | $15,500 | $0 |
| CLIFFORD C DAVID JR | Director Trustee or director | 1 | $0 | $14,500 | $0 |
| LINDA C HENRY | Vice Chairman Trustee or director, Officer | 1 | $0 | $12,000 | $0 |
| MARTIN A HECKSCHER | Director Trustee or director | 1 | $0 | $7,000 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY A GOLDENBERG | President Officer | 1 | $0 | $275,250 | $32,714 |
| Virginia Heyer | Sales Rep. | 0 | $0 | $239,791 | $29,550 |
| Alisa Natalone | Director of Admin | 1 | $0 | $195,250 | $26,013 |
| Deborah Cassidy | Family Svcs. Mgr. | 0 | $0 | $193,081 | $27,856 |
| Thomas Cavanaugh | Sales Rep | 0 | $0 | $197,400 | $20,832 |
| Peter Doran | Superintendent | 0 | $0 | $137,864 | $27,787 |
| WILSON L SMITH | Director Trustee or director | 1 | $0 | $18,700 | $0 |
| JAMES L POPE | Chairman Trustee or director, Officer | 1 | $0 | $18,700 | $0 |
| CLIFFORD C DAVID JR | Director Trustee or director | 1 | $0 | $18,000 | $0 |
| LOGAN SMITH | Treasurer Trustee or director, Officer | 1 | $0 | $18,000 | $0 |
| R KIMBER DAVID | Secretary Trustee or director, Officer | 1 | $0 | $12,000 | $0 |
| MARTIN A HECKSCHER | Director Trustee or director | 1 | $0 | $12,000 | $0 |
| LINDA C HENRY | Vice Chairman Trustee or director, Officer | 1 | $0 | $12,000 | $0 |
| JODY CANAVAN | Director Trustee or director | 1 | $0 | $12,000 | $0 |
Address and contacts
- Address (IRS master file)
- 215 BELMONT AVE, BALA CYNWYD, PA 19004-1300
- Principal officer (990 for 2024)
- NANCY A GOLDENBERG
- Signed the 990
- NANCY A GOLDENBERG, President
- Phone
- (610) 664-9426
- Website
- laurelhillphl.com
- Return prepared by
- Howe Keller & Hunter PC
Mission
CARE & MAINT. OF CEMETERY LOTS AND PROPERTY.
Program accomplishments
- PAYMENTS TO CEMETERY OPERATING ACCOUNTS FOR LOT CARE ON INDIVIDUAL LOTS.Expenses $1,420,000
- PAYMENTS TO CEMETERY OPERATING ACCOUNTS FOR CEMETERY IMPROVEMENTS.Expenses $1,281,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1860979
- Tax-exempt status
- 501(c)(13): Cemetery company
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,697,386
- Income (IRS master file)
- $7,760,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $929,241 | $2,915,920 | $38,697,386 | IRS |
| 990 | December 2023 | $2,454,291 | $1,615,000 | $34,127,039 | XML |
| 990 | December 2022 | $374,252 | $1,525,000 | $29,765,626 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1860979).
Questions about LOT HOLDERS LOT ENDOWMENT FUND TRUS
- What is the EIN of LOT HOLDERS LOT ENDOWMENT FUND TRUS?
- The employer identification number (EIN) of LOT HOLDERS LOT ENDOWMENT FUND TRUS is 23-1860979.
- Is LOT HOLDERS LOT ENDOWMENT FUND TRUS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(13).
- Are donations to LOT HOLDERS LOT ENDOWMENT FUND TRUS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does LOT HOLDERS LOT ENDOWMENT FUND TRUS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOT HOLDERS LOT ENDOWMENT FUND TRUS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOT HOLDERS LOT ENDOWMENT FUND TRUS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LOT HOLDERS LOT ENDOWMENT FUND TRUS?
- The 990 for the year ended December 31, 2024 names NANCY A GOLDENBERG.
- Who are the officers and directors of LOT HOLDERS LOT ENDOWMENT FUND TRUS?
- The 990 for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does LOT HOLDERS LOT ENDOWMENT FUND TRUS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $929,241, expenses of $2,915,920 and total assets of $38,697,386 at year end.
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